Managing Director - CPA, UHNWI, Tax Compliance

We are a regional firm in business for 50yrs and are nationally recognized as a top 50 CPA firm. Dozens of awards and excellent reviews. We are continuing to grow and want you to grow with us!

**This role is to report 2-3 days per week in our Cleveland office**

**We also have Tax Manager and Sr Manager openings on our HNWI team**

Responsibilities:

Business Development:

• Responsible for strategy and growth of the firm's HNWI services, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans
• Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders - coordinating to align skills with market trends and drive strategic technical leadership hires

Client Experience:

• Serve and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider providing quality work, open communication, sound advice, and proactive service
• Develop a comprehensive approach to meet the needs of HNWI clients, including leadership around structuring and compliance with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met
• Adjust client pricing, strategy, and services as necessary 

Leadership, Mentorship & Staff Development:

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with
• Be growth oriented and work towards building a leveraged model, when appropriate
• Provide mentoring and motivation to the team, including developing young leaders via active contribution to training and development
• Exhibit forward thinking, innovation, and delivering an exceptional work product 

Technical:

• Perform Senior Manager or Managing Director level tax advisory, compliance review and tax return signoff
• Serve as a go-to resource for technical questions or knowledge
• Act as a technical and/or business leader both internally and externally 
  
   

What You Need

**This role is to report 2-3 days per week in our Cleveland office**

**We also have Tax Manager and Sr Manager openings on our HNWI team**

At least 14 years in public accounting with an emphasis in taxation
Previous Director level experience is preferred
We encourage anyone who has been in the Sr Mgr seat for at least 5yrs to apply!
Experienced working with HNW and UHNW individuals, trusts and estates
Experienced with HNWI in the $5M - $50M range
CPA license 
M.S. in Taxation is preferred

What's In It for You

Competitive base pay ($200k-$260k) DOE
27 days PTO + 10 holidays + "unplugged" days
Flexible Hybrid schedule 
Annual bonus 
401k w/ match 
and more!

**This role is to report 2-3 days per week in our Cleveland office**

**We also have Tax Manager and Sr Manager openings on our HNWI team**

Benefits

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.